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Capital Group Core Balanced ETF
CGBL

185 hedge funds and large institutions have $2.09B invested in Capital Group Core Balanced ETF in 2024 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 108 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

731% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 13

729% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 7

600% more funds holding in top 10

Funds holding in top 10: 1 → 7 (+6)

220% more capital invested

Capital invested by funds: $653M → $2.09B (+$1.43B)

36% more funds holding

Funds holding: 136 → 185 (+49)

1.99% less ownership

Funds ownership: 69.9% → 67.91% (-2%)

Holders
185
Holders Change
+49
Holders Change %
+36.03%
% of All Funds
2.44%
Holding in Top 10
7
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+600%
% of All Funds
0.09%
New
58
Increased
108
Reduced
13
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$40.2M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$24.2M
3
Morgan Stanley
Morgan Stanley
New York
+$17.9M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$13.9M
5
Osaic Holdings
Osaic Holdings
Arizona
+$11.9M

Top Sellers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
-$8.33M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.23M
3
Jane Street
Jane Street
New York
-$2.6M
4
WWP
WR Wealth Planners
Missouri
-$2.52M
5
OMC
Old Mission Capital
Illinois
-$632K
Name Holding Trade Value Shares
Change 		Change in
Stake
FAIM
126
Financial Advocates Investment Management
Washington
$476K +$13.9K +440 +3%
ATS
127
Ashton Thomas Securities
New York
$476K +$337K +10,672 +235%
NAS
128
NWF Advisory Services
California
$462K +$467K +14,790 New
CA
129
Carson Advisory
Georgia
$418K +$56.8K +1,800 +16%
LA
130
Latitude Advisors
Florida
$409K +$153K +4,843 +59%
TSWM
131
Tyler-Stone Wealth Management
Ohio
$407K +$87.7K +2,780 +27%
HGERS
132
Householder Group Estate & Retirement Specialist
Arizona
$372K -$184K -5,825 -33%
STA
133
Smith Thornton Advisors
Alabama
$364K +$6.38K +202 +2%
CFG
134
Certior Financial Group
Pennsylvania
$362K +$366K +11,587 New
P
135
&Partners
Tennessee
$362K +$351K +11,113 New
HP
136
Holistic Planning
Texas
$331K +$66.3K +2,100 +25%
MOS
137
MGO One Seven
Ohio
$325K +$328K +10,401 New
GWM
138
Geneos Wealth Management
Colorado
$321K +$324K +10,281 New
CA
139
Continuum Advisory
Idaho
$313K +$13.8K +436 +5%
SGI
140
Summit Global Investments
Utah
$311K +$101K +3,188 +47%
LWM
141
Lodestone Wealth Management
Washington
$308K +$17.3K +549 +6%
HH
142
Hilltop Holdings
Texas
$305K – – –
SB
143
Strategic Blueprint
Georgia
$303K +$306K +9,695 New
PTC
144
Private Trust Company
Ohio
$303K +$97.4K +3,085 +47%
HFA
145
High Falls Advisors
New York
$301K +$304K +9,635 New
VWA
146
Visionary Wealth Advisors
Illinois
$291K +$294K +9,309 New
UPS
147
UHLMANN PRICE SECURITIES
Illinois
$291K +$2.46K +78 +0.8%
IWM
148
IHT Wealth Management
Illinois
$275K +$278K +8,806 New
SWM
149
Spire Wealth Management
Virginia
$270K +$272K +8,632 New
BCI
150
Brinker Capital Investments
Pennsylvania
$264K +$267K +8,450 New
4 5
6
7 8

CGBL Hedge Fund Activity: Q4 2024 in Review

185 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Balanced ETF (CGBL) for Q4 2024, worth a combined $2.09B — up 220% from $653M a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new CGBL positions and 7 closed out — a net gain of 51 holders — while 108 added to existing stakes and 13 trimmed.

The largest buyer was LPL Financial, adding an estimated $40.2M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $8.33M sold.

  • 185 institutional investors held Capital Group Core Balanced ETF (CGBL) as of Q4 2024, up from 136 in Q3 2024.
  • Funds reported $2.09B of Capital Group Core Balanced ETF stock for Q4 2024, up 220% quarter-over-quarter.
  • 58 funds opened new Capital Group Core Balanced ETF positions in Q4 2024 and 7 closed out, a net change of +51 holders.
  • The largest Capital Group Core Balanced ETF buyer in Q4 2024 was LPL Financial, an estimated $40.2M added.
  • The largest Capital Group Core Balanced ETF seller in Q4 2024 was Flow Traders U.S., an estimated $8.33M sold.

Based on aggregated 13F filings for Q4 2024.